Geoff Stein is a lawyer and partner of Brown Wright Stein Lawyers in Sydney. With over 20 years of experience in commercial and tax law, Geoff advises clients on tax, commercial, trust, estate planning and wealth management and goes beyond the obvious legal process, to provide clients with advice that benefits their entire business.
Asset Protection – COVID-19 Contract Law – Bucket or Holding Company – Land Tax – How To Avoid s109T – Tax Deduct Your Home Loan – How To Save Stamp Duty – How to Save Land Tax – Company Capital – LRBA Timing – Vendor Finance Arrangements
Paul Mackenroth is a senior associate and trust lawyer at Cleary Hoare in Brisbane with a focus on trusts for asset protection and estate planning. A former detective with the Queensland Police, Paul is a popular presenter and public speaker at industry and client events.
Elements of a Trust – Duties of Trustees – Set Up a Discretionary Trust – Revocable Trusts – Trust Structure – Family Trusts Elections – Taxation of Trusts Div 6 ITAA36 – Trust Income Streaming – Pre-CGT Company Assets After Death – SMSF Trustee Discretion – Family Provision Claims – Declaring a Dividend – Testamentary Trust Law Change – Testamentary Trust Questions
Michael Walpole is a professor and the Head of School at the School of Taxation and Business Law in the UNSW Business School. He is an International Research Fellow at Oxford University and in 2012 was a Visiting Professor at the OECD. Michael is a frequent presenter and has authored many articles, chapters and books on taxation.
Practice Management – Consolidation in the Accounting Industry – Insights of a Mentor – The Three Pillars of Growth – Team Structure – Ideal Team Structure – Marketing – How To Buy a Parcel of Fees – More About Buying Parcels of Fees – How To Find and Retain Great Staff – Why the Partnership Model Doesn’t Work – Pricing
Chris Evans is a Professor of Taxation at UNSW, an Extraordinary Professor at University of Pretoria as well as an International Research Fellow at Oxford and Exeter Universities. A former editor of Australian Tax Review and author of various tax publications, Chris has served on a number of governmental and professional body committees in Australia and overseas.
Andrew Henshaw is a tax lawyer and partner at Velocity Legal.
ATO Disputes – Div 7A Listener Questions – Div 7A Reform – Insights of a Tax Lawyer – Div 7A UPE – Shareholder Loan Write Off – The 2019 Harding Case – Small Business CGT Concessions for Big Business – Small Business CGT Concession Case Studies – SMSF Buys Property Jointly – Related Party LRBA – Tax Effective Structuring – AirBnB Triggers CGT – Main Residence Exemption Upon Divorce or Death – Main Residence Exemption for Foreign Residents – Cash Boost – Cash Flow Boost – Jobkeeper Payments – Jobkeeper Rules – Jobkeeper Rulings – COVID-19 Restructuring – Jobkeeper Changes – Jobkeeper 2.1 – The Eichmann Case – Eichmann Decision – The Budget – In Connection With Your Retirement – Structure a Hobby Farm
Liam Shorte is a principal of Verante Financial Planning in Castle Hill and Windsor as well as an SMSF Specialist Advisor™ and Financial Planner. Appointed to the Board of the SMSF Association in September 2018, Liam provides strategic advice on super, retirement and estate planning as well as investment and tax strategies. Liam is the author of the popular blog, The SMSF Coach.
Emily is the Legal & Client Services Director for Acis, Australia’s largest provider of business and investment structures and restructures for accounting firms. She leads Acis’ inhouse legal team whose role is to mitigate the risks faced by non-lawyers in the preparation of legal documents.
Seth Hertz is a Tax Director with Expat US Tax in Sydney and has worked in US and Australian tax since 1999. A former enrolled agent with the IRS, Seth is an expert when it comes to navigating the differences and fine nuances between US and Australian tax.
Rani Gandha is a Partner at Turnbull Hill Lawyers in Newcastle, leading its property and business team with a focus on asset protection and structuring as well as large commercial or property transactions. In addition, Rani assists clients with the set up and administration of wills and estates.
With over 30 years of experience, Alistair Marshall is the principal of Professional Services Business Development in Sydney. With a corporate business development background and responsibility for budgets in excess of A$100m, Alistair helps you attract new clients and win more business.
Clint Harding leads the taxation practice at Arnold Bloch Leibler in Sydney focusing on corporate and international tax. Corporate Tax Adviser of the Year for 2018, Clint is a regular author and presenter as well as committee member at The Tax Institute and Law Council of Australia.
Melissa Donnelly is the face and head of Affinity Communications. A marketing expert by trade, she is a communications and content strategist with more than 25 years of experience..
Aaron Walters is a Hearing Officer for Trade Marks at IP Australia, appointed in November 2017. Before commencing as a Hearing Officer, Aaron spent 5 years working as a Trade Marks Examiner and Coach for trainee examiners. Aaron’s background in law and career at IP Australia has seen him acquire a detailed understanding of trade mark matters relating to examination and disputes.